What users are saying about
33 Ratings
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Score 7.1 out of 100
11 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

Ontraport

Starting a business you have enough stuff to deal with. Ontraport takes the headache out of the tech side. Everything works together and you don't ever get left alone to figure things out. I would beg any new business to invest in Ontraport. Or if you want to grow and scale an existing business it would be great. I think it more for service-based business.
Charles Kirkland | TrustRadius Reviewer

Square Customer Engagement

[Square is well suited for] Any small business / independent contractor with little to medium business flow where a monthly fee just doesn't make sense. If you are performing large transactions or have a lot of business / a lot of people using square readers then an actual flat rate from a bank / provider would likely be a better option.
Kyle Farago | TrustRadius Reviewer

Feature Rating Comparison

Email & Online Marketing

Ontraport
8.2
Square Customer Engagement
WYSIWYG email editor
Ontraport
8.6
Square Customer Engagement
Dynamic content
Ontraport
8.9
Square Customer Engagement
Ability to test dynamic content
Ontraport
8.3
Square Customer Engagement
Landing pages
Ontraport
7.3
Square Customer Engagement
A/B testing
Ontraport
8.7
Square Customer Engagement
Mobile optimization
Ontraport
8.0
Square Customer Engagement
Email deliverability reporting
Ontraport
6.9
Square Customer Engagement
List management
Ontraport
7.1
Square Customer Engagement
Triggered drip sequences
Ontraport
9.7
Square Customer Engagement

Lead Management

Ontraport
6.8
Square Customer Engagement
Lead nurturing
Ontraport
8.4
Square Customer Engagement
Lead scoring and grading
Ontraport
5.7
Square Customer Engagement
Data quality management
Ontraport
6.2
Square Customer Engagement
Automated sales alerts and tasks
Ontraport
7.1
Square Customer Engagement

Campaign Management

Ontraport
7.4
Square Customer Engagement
Calendaring
Ontraport
6.2
Square Customer Engagement
Event/webinar marketing
Ontraport
8.7
Square Customer Engagement

Social Media Marketing

Ontraport
7.1
Square Customer Engagement
Social sharing and campaigns
Ontraport
7.1
Square Customer Engagement
Social profile integration
Ontraport
7.2
Square Customer Engagement

Reporting & Analytics

Ontraport
8.3
Square Customer Engagement
Dashboards
Ontraport
8.7
Square Customer Engagement
Standard reports
Ontraport
6.6
Square Customer Engagement
Custom reports
Ontraport
9.6
Square Customer Engagement

Platform & Infrastructure

Ontraport
7.8
Square Customer Engagement
API
Ontraport
6.7
Square Customer Engagement
Role-based workflow & approvals
Ontraport
8.8
Square Customer Engagement
Customizability
Ontraport
9.5
Square Customer Engagement
Integration with Salesforce.com
Ontraport
7.3
Square Customer Engagement
Integration with Microsoft Dynamics CRM
Ontraport
7.3
Square Customer Engagement
Integration with SugarCRM
Ontraport
7.3
Square Customer Engagement

Sales Force Automation

Ontraport
Square Customer Engagement
8.0
Customer data management / contact management
Ontraport
Square Customer Engagement
8.0
Workflow management
Ontraport
Square Customer Engagement
8.0
Territory management
Ontraport
Square Customer Engagement
8.0
Opportunity management
Ontraport
Square Customer Engagement
8.0
Integration with email client (e.g., Outlook or Gmail)
Ontraport
Square Customer Engagement
8.0
Contract management
Ontraport
Square Customer Engagement
8.0
Quote & order management
Ontraport
Square Customer Engagement
8.0
Interaction tracking
Ontraport
Square Customer Engagement
8.0
Channel / partner relationship management
Ontraport
Square Customer Engagement
8.0

CRM Project Management

Ontraport
Square Customer Engagement
8.0
Task management
Ontraport
Square Customer Engagement
8.0
Billing and invoicing management
Ontraport
Square Customer Engagement
8.0
Reporting
Ontraport
Square Customer Engagement
8.0

CRM Reporting & Analytics

Ontraport
Square Customer Engagement
8.0
Forecasting
Ontraport
Square Customer Engagement
8.0
Pipeline visualization
Ontraport
Square Customer Engagement
8.0
Customizable reports
Ontraport
Square Customer Engagement
8.0

Platform

Ontraport
Square Customer Engagement
8.0
Mobile access
Ontraport
Square Customer Engagement
8.0

Security

Ontraport
Square Customer Engagement
8.0
Role-based user permissions
Ontraport
Square Customer Engagement
8.0

Pros

Ontraport

  • User segmentation for specific messaging is key for us because it helps drive our new client conversions and existing client repurchasing.
  • ONTRAPORT plays nice with our scheduling software and WordPress so we can implement new material without hassle.
  • Campaigns and automation is simple to set up and monitor which helps us use more of their tools instead of paying for complex features we'll never use.
Jeremy Estes | TrustRadius Reviewer

Square Customer Engagement

  • No monthly fees
  • Reasonable per transaction fee
  • Good priced equipment/addons
  • Chip and NFC readers available
Kyle Farago | TrustRadius Reviewer

Cons

Ontraport

  • Integrations. Basically, all integrations are done using Zapier. This is a huge time suck. In other programs like ActiveCampaign, you have WordPress plugins to import your data from Gravity Forms. It takes 2 minutes to set up. With Zapier, even a simple integration takes a minimum of 30 minutes to setup and test to the point where you trust it.
  • Documentation: there is a lot of documentation, but a lot of it is confusing with not enough examples to make something clear.
  • Templates: other programs like Drip focus on more templates for campaigns. While there are a few here, there's really not a ton and they don't seem carefully curated.
  • Learning curve: it took a really long time to get it set up for our business. I appreciated the onboarding sessions, which definitely helped a lot, but it could have been simpler.
  • Version 5: last year ONTRAPORT launched their newest version of their software. I can see that it's a foundation that they will be able to build a lot on, but it's not fleshed out yet. Like a fresh foundation and a good building, but not a lot of paint or polish yet.
  • Sales funnels: managing people through a sales funnel just happens through a custom field that you set up. There's no predetermined "section" for something that a lot of sales teams would want. It makes it easy to not know what's going to happen with your automation when you send someone to a new part of the sales funnel (ie. you move someone to the next part of the sales funnel, it triggers an automation, maybe you weren't aware of that). It would be great if it gave you a quick summary of some of the automation you're about to send when you take actions.
  • Intimidation: enough said. It just feels intimidating to set this stuff up. This may be true for all the other automation programs too though.
Andrew Muller | TrustRadius Reviewer

Square Customer Engagement

  • Some of the build quality on the peripherals could feel a bit better.
  • Have more options for businesses with more credit card transactions such as monthly or discounted per transaction once a certain number is reached.
  • Have functionality to allow for a typed card number without the higher fee if the software verifies there is a hardware/read error with the card.
Kyle Farago | TrustRadius Reviewer

Likelihood to Renew

Ontraport

Ontraport 9.1
Based on 8 answers
My client was already using Ontraport and had a decent investment in the tool. As soon as we turn around the revenue situation with my client's products, we will be ditching OAP immediately, despite the significant re-implementation cost we are going to face moving to a new system. I am part of a high-end, professional marketing group, and the overwhelming sentiment with these other professionals is that one should run away from this as fast as humanly possible. I thought their words were just ungrounded opinion, and I deeply regret that I did not heed them more closely before sinking still more time and effort into OAP.
Anonymous | TrustRadius Reviewer

Square Customer Engagement

No score
No answers yet
No answers on this topic

Usability

Ontraport

Ontraport 7.8
Based on 3 answers
The software is just easy to use. The UI is fairly intuitive. The help system is pretty good. I find it is pretty quick to get my work completed and if I don't document my things well, I can always figure out how I did something when I need to make changes.When I have a problem the tech support is easy to deal with and when things need to get escalated they are resolved quickly.
Eric Foronjy | TrustRadius Reviewer

Square Customer Engagement

No score
No answers yet
No answers on this topic

Performance

Ontraport

Ontraport 7.7
Based on 4 answers
Most of the time OP runs fine. But I've had to submit more support tickets this year do to messages, seq.'s or rules not running correctly. Also experienced slow response times moving in and around OP.
Chris Castillo | TrustRadius Reviewer

Square Customer Engagement

No score
No answers yet
No answers on this topic

Support Rating

Ontraport

Ontraport 9.0
Based on 3 answers
The techs are reasonably savvy, highly courteous and want to do right by their customers. Unfortunately, the product they are supporting is so deeply flawed that there's only so much they can do when your legitimate business requirements are simply not supported.
Anonymous | TrustRadius Reviewer

Square Customer Engagement

No score
No answers yet
No answers on this topic

In-Person Training

Ontraport

Ontraport 9.1
Based on 1 answer
I went to their Ontrapalooza event, and it opened my mind as to how the software can be used.
David Jaeger | TrustRadius Reviewer

Square Customer Engagement

No score
No answers yet
No answers on this topic

Implementation Rating

Ontraport

Ontraport 9.1
Based on 2 answers
If you know your business, ONTRAPORT is easy
Chad Root | TrustRadius Reviewer

Square Customer Engagement

No score
No answers yet
No answers on this topic

Alternatives Considered

Ontraport

Ontraport is capable of more than MailChimp and AWeber, both of which I would consider beginner systems. It is also easier to use and understand initially than Infusionsoft, and takes less time to get off the ground when you make the change. It is capable of very complex tasks but the user interface is simple and the tasks are easy to construct. It takes away my worry and pain, that reason alone is enough to recommend them!
Matthew Watts | TrustRadius Reviewer

Square Customer Engagement

The only other service similar to Square I have any interaction with is PayPal here, it works in a very similar manner, and at the time had the same exact fee schedule. It has the added perk of going directly into your PayPal account if this is a service you use a lot of for your business. It (at the time) did not have any additional readers or peripherals such as NFC or Chip readers, but that may have changed now. Over all I'd say they are pretty close to each other performance wise, but Square has a bigger user base for the card reader specifically.
Kyle Farago | TrustRadius Reviewer

Scalability

Ontraport

Ontraport 8.2
Based on 1 answer
With the new lower priced options, it's now easier for newer businesses to start with a more basic version and upgrade as they need more features.
Jen Levitz | TrustRadius Reviewer

Square Customer Engagement

No score
No answers yet
No answers on this topic

Return on Investment

Ontraport

  • We can save costs on excessive mailings as we are more targeted in our efforts and wasting less communication.
  • We have been able to more effectively target relevant donors that have given more recently.
  • ONTRAPORT has consolidated the tracking software that we have used for contact information.
Kalyn Hoffman | TrustRadius Reviewer

Square Customer Engagement

  • This has allowed me to accept credit / debit transactions without having to have a monthly subscription to a service and lose money on times of no to little use, allowing me to have a broader customer range as checks are risky.
  • All of my initial equipment was free and there were no startup costs so my return was immediate.
  • The small fee taken out of the transaction is very much worth the ability to accept nearly all plastic transactions.
Kyle Farago | TrustRadius Reviewer

Screenshots

Pricing Details

Ontraport

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Ontraport Editions & Modules

Edition
Pro$2971
Basic$792
Plus$1473
Enterprise$4974
  1. per month (3 Users -- up to 10,000 Contacts)
  2. per month (1 User -- up to 1,000 contacts)
  3. per month (2 Users -- up to 2,500 Contacts)
  4. per month (5 Users -- up to 20,000 Contacts
Modules
100,000 extra contacts$991
Additional user$472
100,000 extra messages$993
First-class postcards$13
  1. Other
  2. Per User per Month
  3. Other
Additional Pricing Details
Packages are priced on a month to month contract where you can cancel your account at any time. Clients may opt-in for an annual contract, where they pay for 10 months up front and the last two are "free."

Square Customer Engagement

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Square Customer Engagement Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Ontraport
6.8
Square Customer Engagement
9.0

Likelihood to Renew

Ontraport
9.1
Square Customer Engagement

Usability

Ontraport
7.8
Square Customer Engagement

Performance

Ontraport
7.7
Square Customer Engagement

Support Rating

Ontraport
9.0
Square Customer Engagement

In-Person Training

Ontraport
9.1
Square Customer Engagement

Implementation Rating

Ontraport
9.1
Square Customer Engagement

Scalability

Ontraport
8.2
Square Customer Engagement

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